TwinFocus Capital Partners

TwinFocus Capital Partners LLC is a multi family office based in Boston, Massachusetts. The company was started in 2006 by twin brothers Paul and Wesley Karger.[1] Today, TwinFocus has a 25-person team[2] and represents more than 40 family office clients around the world with balance sheets totaling at least $100 million. The company manages an array of asset classes including stocks, bonds, mutual funds, private equity and real estate.[3][4] As of September 2020, TwinFocus reported $7.5 billion in assets under advisory.[5] Roughly 70 percent of the capital that the firm oversees is for U.S.-based families.[6]

In October 2018, TwinFocus opened its London office in Mayfair, an affluent area in the city's West End.[7] In early 2019, TwinFocus helped its founding European client, Markerstudy Group, facilitate the £185 million acquisition of Co-op Insurance. Shortly thereafter, the firm introduced formal M&A and real estate advisory services for its global ultra-high net worth client base.[8][9]

TwinFocus is also present in Latin America and Asia, working with entrepreneurs with substantial cash holdings.[10] The company's main competitors in Asia include Morgan Stanley, Merrill Lynch, and Goldman Sachs.[11]

References

  1. "Twins draw upon family ties to manage wealth - Boston Business Journal". Archived from the original on 2015-05-18.
  2. "The Adviser Center: Twin Focus Capital Partners, LLC - InvestmentNews".
  3. Ryan, Greg (February 5, 2019). "Boston wealth firm sees 'Opportunity' in real estate tax-relief program". www.bizjournals.com. Retrieved 2019-04-26.
  4. "What's the CRE Strategy for Ultra-High-Net-Worth Investors? An Investment Manager's Outlook". National Real Estate Investor. 2018-02-20. Retrieved 2018-03-01.
  5. French Furnell, April (16 September 2020). "60 second interview with Jan Meyer, TwinFocus". CityWealth.
  6. Unknown
  7. Stupples, Ben. "'The Market is Mispricing Risks' in the U.K." (PDF). Bloomberg Markets Special Report - Family Offices. Retrieved April 26, 2019.
  8. "M&A wrap: TSG, NextEnergy, Tesla, GTCR, Roark, AEI". Mergers & Acquisitions. 4 February 2019. Retrieved 2019-04-26.
  9. "TwinFocus Expands Global Family Office Solution with M&A and Real Estate Advisory Services". www.citywealthmag.com. Retrieved 2019-04-26.
  10. "Paul Karger of Twin Focus Capital Partners" (PDF). Archived from the original (PDF) on 2015-05-27. Retrieved 2015-05-27.
  11. "Twin Focus readies China launch" (PDF). Archived from the original (PDF) on 2015-05-27. Retrieved 2015-05-27.


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